Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Willgrass Wealth Management Ltd
FRN 997024
- Employed By (since 6 Jun 2023)
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St. James's Place Wealth Management Plc
FRN 195351
- 11. Pension transfer specialist
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 7. Giving personal recommendations on long-term care insurance contracts
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF1 Director (AR) (since 30 Nov 2016)
- CF30 Customer (since 26 Jan 2015)
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- Employed By (20 Jan 2015 to 21 Aug 2023)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.